BA
Ballew Advisors Portfolio holdings
AUM
$168M
This Quarter Return
+2.38%
1 Year Return
+16.56%
3 Year Return
+49.5%
5 Year Return
+74.87%
10 Year Return
–
AUM
$151M
AUM Growth
+$151M
(+4.2%)
Cap. Flow
-$2.69M
Cap. Flow
% of AUM
-1.78%
Top 10 Holdings %
Top 10 Hldgs %
51.51%
Holding
105
New
4
Increased
36
Reduced
47
Closed
3
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$1.25M |
| 2 |
Fidelity High Dividend ETF
FDVV
|
$808K |
| 3 |
Capital Group Growth ETF
CGGR
|
$352K |
| 4 |
Global X Silver Miners ETF NEW
SIL
|
$317K |
| 5 |
Arthur J. Gallagher & Co
AJG
|
$270K |
Top Sells
Sector Composition
| 1 | Financials | 6.17% |
| 2 | Energy | 2.82% |
| 3 | Technology | 2.36% |
| 4 | Consumer Discretionary | 1.94% |
| 5 | Consumer Staples | 0.84% |
